Financial Planning

πŸ₯‡ Aspire Wealth Group

60Developing

160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4, Canada

5.0(64 Google reviews)on Google

About

πŸ₯‡ Aspire Wealth Group is a local financial planning provider in Ottawa, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

πŸ₯‡ Aspire Wealth Group photo 2
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Photos via Google Maps

Google Reviews

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5.0

64 Google reviews

Most recent reviews

  • Leith Fermin-Rix

    Leith Fermin-Rix

    4 weeks ago Β· via Google

    My interactions with Aspire Wealth Group have spanned more than several years. The personalized service is always professional and timely. I confidently put my trust in them.

  • Steve Harding

    Steve Harding

    9 months ago Β· via Google

    This is long overdue - I've been a client of Jay Dashnay and Aspire Wealth Group for over 10 years, and I honestly can't recommend them enough. The longevity of our relationship speaks for itself. What truly sets them apart is their authentic care for my personal well-being, not just my portfolio. They provide a level of care and attention to detail that gives me genuine financial security. If you're looking for a wealth management team that is both expert and deeply human, look no further.

  • Naomi Jones

    Naomi Jones

    a year ago Β· via Google

    From the first time I met with Jason, his passion and dedication for his industry and clients was clear. As he developed a comprehensive financial plan for our family, he took time to understand our goals and to ensure we invest in a way that matches our comfort level and financial goals. He explained his process and findings thoroughly, without ever applying any pressure. It has been a pleasure working with Jason and his entire team. Their level of service, professionalism, and industry knowledge is second to none. Don’t miss out on the opportunity to work with this amazing team!

See all 64 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from πŸ₯‡ Aspire Wealth Group's Google rating and recent reviews. Confirm specifics with the provider.

πŸ₯‡ Aspire Wealth Group holds an excellent 5.0-star rating across 64 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.

Most common praise

  • Caring, attentive staff
  • Warm, welcoming community
  • Responsive, helpful communication
ThemesStaff & careAtmosphereCommunication

Services

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Associations & Accreditations

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Languages Supported

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Location

160 Terence Matthews Crescent Unit A, Kanata, ON K2M 1X4, Canada

Also serves

  • Ottawa and surrounding areas
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